IIF Import Tool - Import Order, Dependencies and File Locations
Table of Contents
Import Order and Dependencies
For best results, import files in this order:
- Accounts - Must be imported first (referenced by items, customers, vendors)
- Tax Codes - Should be imported early (referenced by items and transactions)
- Payment Methods - Before customers and vendors
- Shipping Methods - Before customers
- Invoice Comments - Independent
- Departments - Independent
- Categories - Independent
- Vendors - Before items (for vendor references)
- Items - Before transactions
- Customers - Before jobs
- Jobs - After customers
- Employees - Independent
The Full Import method automatically handles this order.
To manually import each file, use the menu paths shown in the table above/below. For example, to import customers: File > Import Data > Cards > Customers, then select the tab-delimited file format and choose your *_Customers.txt file.
File Locations
Import Files and Logs:
Windows:
C:\Users\[Username]\Documents\AccountEdge\Import Logs\QB IIF Import Files\
Mac:
~/Documents/AccountEdge/Import Logs/QB IIF Import Files/
Generated Files:
- QBIIF Import_Accounts.txt - Accounts
- QBIIF Import_Customers.txt - Customers
- QBIIF Import_Jobs.txt - Jobs
- QBIIF Import_Vendors.txt - Vendors
- QBIIF Import_Employees.txt - Employees
- QBIIF Import_Items.txt - Items
- QBIIF Import_TaxCodes.txt - Tax codes
- QBIIF Import_ConTaxCodes.txt - Consolidated tax codes
- QBIIF Import_PayMeth.txt - Payment methods
- QBIIF Import_ShipMeth.txt - Shipping methods
- QBIIF Import_Comment.txt - Invoice comments
- QBIIF Import_Departments.txt - Departments
- QBIIF Import_Categories.txt - Categories
Log Files:
- Individual log files are created for each import showing detailed results
- Logs are in the same folder as import files